OneDigital Investment Advisors’s Align Technology ALGN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-1,036
| Closed | -$284K | – | 1091 |
|
|
2023
Q4 | $284K | Buy |
+1,036
| New | +$284K | 0.01% | 929 |
|
|
2019
Q3 | – | Sell |
-65
| Closed | -$18K | – | 544 |
|
|
2019
Q2 | $18K | Buy |
65
+2
| +3% | +$554 | ﹤0.01% | 821 |
|
|
2019
Q1 | $18K | Sell |
63
-291
| -82% | -$83.1K | ﹤0.01% | 755 |
|
|
2018
Q4 | $74K | Buy |
354
+300
| +556% | +$62.7K | 0.01% | 387 |
|
|
2018
Q3 | $21K | Sell |
54
-7
| -11% | -$2.72K | ﹤0.01% | 641 |
|
|
2018
Q2 | $21K | Sell |
61
-21
| -26% | -$7.23K | ﹤0.01% | 785 |
|
|
2018
Q1 | $21K | Sell |
82
-21
| -20% | -$5.38K | ﹤0.01% | 794 |
|
|
2017
Q4 | $23K | Sell |
103
-16
| -13% | -$3.57K | ﹤0.01% | 754 |
|
|
2017
Q3 | $22K | Hold |
119
| – | – | 0.01% | 605 |
|
|
2017
Q2 | $18K | Buy |
+119
| New | +$18K | 0.01% | 779 |
|